Paul
Lim

The Wealth Consulting Group

CRD#5084834
Investment Advisor
in San Diego, CA
Are you Paul Lim? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Paul Lim is a certified financial planner operating out of San Diego, California, with a total of 12 years of work experience. Lim currently works for The Wealth Consulting Group. Their career trajectory has included roles at Ameriprise Financial Services, Inc, New England Securities, Lpl Financial and Wcg Wealth Advisors, LLC. Lim maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. The Wealth Consulting Group is a financial advisory firm operating in San Diego, California. The firm has offices in 29 locations and a total of 143 employees. It oversees $1 billion in total assets between its 5,914 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to eight charities and foundations. Of its 5,914 accounts, just 4% are associated with high-net-worth clients who have more than $1 million in investable assets. The Wealth Consulting Group provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely are based on which services the firm provides the client. Fee types billed by The Wealth Consulting Group can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

7676 Hazard Center Drive Suite 1050
San Diego, CA 92108

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$1,330,540,296

CA Average: $664,206,839
Total Number of Employees

143

CA Average: 10
Total Number of Accounts

5,914

CA Average: 1,698
Average Account Size

$224,981

CA Average: $391,170

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Paul Lim Work History

Paul has 12 years of experience.

2014 - Present (5 years)

Lpl Financial

2014 - Present (5 years)

Wcg Wealth Advisors, LLC

2009 - 2014 (5 years)

New England Securities

2006 - 2009 (3 years)

Ameriprise Financial Services, Inc

Disclosures

Paul Lim has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started